Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Desimone is a financial professional with over 20 years of experience in the industry. Currently, David is affiliated with Capstone Partners and is registered with FINRA. David has previously held positions at Bowen Advisors, Inc., Capstone Capital Markets LLC, Boenning & Scattergood, Inc., and Needham & Company, Inc. David holds the Series 7, Series 79, and Series 63 licenses. David is a licensed securities professional in Massachusetts.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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MA
09/25/2015 - Present
Capstone Partners (BOSTON MA)
MA
05/03/2012 - 09/10/2015
BOWEN ADVISORS, INC. (PLYMOUTH MA)
MA
08/09/2005 - 05/07/2012
CAPSTONE CAPITAL MARKETS LLC (BOSTON MA)
PA
03/22/2004 - 07/22/2005
BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)
NY
08/27/2002 - 03/17/2004
NEEDHAM & COMPANY, INC. (NEW YORK NY)
BC
Issued 03/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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